Kevin Gribben

What were the circumstances that caused you to initially look for an adviser?

As approaching retirement needed to assess what to do with multiple pensions.

How has Kevin Gribben helped you?

Kevin really helped in pulling together my own and my husbands pensions and savings and determining a tax efficient strategy that would allow us to have regular guaranteed income to meet our ongoing monthly expenditure. With savings to support one off expenditures in future. Has also been able to show us how financially secure we would be in retirement and what to consider.

Have you seen the outcome you were hoping for?

Yes it really helped having someone to talk through the different options. It’s was good to discuss pros/ cons of each option and then we could make an informed decision

What could they have done better?

In this initial review, I don’t think there was anything that could have been done better I was really happy with the way that the data on our pensions and savings were pulled together and explained to us. As we were taking early retirement was really good to see the implications of taking and using the money from different sources final salary, lump sum, defined contribution. Gave us some options we had not thought about.

Please provide a brief comment about your experience with Kevin

Very polite & professional at all times through out the consultation. Advice given was clear & concise.

Please provide a brief comment about your experience with Kevin

We contacted Kevin, after personal recommendation, regarding late-career and pension advice against a background of sudden and unpredicted employment challenges and with implications for our family dependents. Kevin listened carefully, overviewed our finances, and helped us to prioritise, providing potential solutions to ease pressure on potentially difficult circumstances. We now understand our pension choices better and are being supported by Kevin to action these with more confidence, invaluable steps for future.

What were the circumstances that caused you to initially look for an adviser?

Preparation for retirement in the next couple of years

How has Kevin Gribben helped you?

Gave me a very clear view of my retirement income options

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

I was looking for someone to help with investing my savings (that where just sitting in a bank account not earing any interest) towards my pension.

How has Kevin Gribben helped you?

Kevin looked at my finances, discussed what I wanted to do and when I wanted to retire. Once he had all the information required he was able to advise me on the best course of action for my retirement.

Have you seen the outcome you were hoping for?

Kevin could not have done any better. The plan that was put in place, was so very good for me and I know that it would not have happened without Kevin's experience and knowledge. I am so grateful.

What could they have done better?

it could not have been done or gone any better.